Nancy McCarrell has been an investment adviser representative at USAdvisors Wealth Management since October 2019, and is not listed among the firm’s executive officers or direct owners.
Usadvisors Wealth Management, LLC is an Eden Prairie, MN firm with $483M under management, 1,901 clients and 12 advisers across 12 offices, as of its February 2026 filing.
Nancy McCarrell’s longest registration is the current one, 7 years at USAdvisors Wealth Management since 2019. Before joining USAdvisors Wealth Management in 2019, Nancy McCarrell was registered through Prestige Wealth Management.
- – present · 7 yearsInver Grove Heights, MN · Adviser representative · Firm CRD 158108
- Prestige Wealth Management– · 4 yearsWoodbury, MN · Adviser representative · Firm CRD 110304
Investment adviser representative registrations
Nancy McCarrell is registered as an investment adviser representative in Minnesota, since October 2019.
- MinnesotaSince 14 October 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 January 2015 |
| Series 7 | General Securities Representative Examination | 8 January 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nancy J McCarrell
- CRD
- 6334107
- Firm
- USAdvisors Wealth Management · CRD 158108
- Office
- 5774 BLACKSHIRE PATH, Inver Grove Heights, MN 55076
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2015
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Nancy McCarrell work?
Nancy McCarrell is an investment adviser representative registered through Usadvisors Wealth Management, LLC since October 2019, and is not listed among the firm’s executive officers or direct owners.
Is Nancy McCarrell a financial advisor?
Yes. Nancy McCarrell has a current investment-adviser registration in Minnesota, through USAdvisors Wealth Management since October 2019.
How many years of experience does Nancy McCarrell have?
Nancy McCarrell has 11 years in the financial industry, since January 2015, across 2 adviser firms.
What exams has Nancy McCarrell passed?
Nancy McCarrell has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2015. FINRA credited Nancy McCarrell with the SIE, which began in October 2018.
Where is Nancy McCarrell based?
Nancy McCarrell’s registered office is in Inver Grove Heights, MN.
Is Nancy McCarrell registered with FINRA?
Yes. Nancy McCarrell has a current broker registration, under CRD 6334107.
Source: FINRA BrokerCheck
How can I verify Nancy McCarrell’s record?
Search CRD 6334107 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Nancy McCarrell’s full registration record.